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D&B Credit Check for Salesforce

Automate credit approval process for sales users

Overview

Grow sales faster! Powered by Dun & Bradstreet’s industry-leading Data Cloud, D&B Credit Check integrates Salesforce with D&B Finance Analytics, a powerful credit-to-cash solution, to deliver instant credit decisions.

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  • D&B Credit Check for Salesforce enables field sales to quickly and easily submit a credit request directly from Salesforce into D&B Finance Analytics.

  • Instantly pre-approve credit requests in Salesforce to shorten the sales cycle and deliver revenue faster!

  • The App supports lightning experience and now with the new version of it, customers can use Salesforce multi currency feature and send the desired application currency as an input in request from Salesforce into D&B Finance Analytics.

Grow sales faster! Make instants credit decisions with Dun & Bradstreet’s industry-leading predictive data and analytics. D&B Credit Check integrates Salesforce with D&B Finance Analytics, a powerful credit-to-cash solution, to deliver instant decisions. Long credit approval processes can slow the sales cycle and open the door for your competitors. D&B Credit Check for Salesforce enables field sales to quickly and easily submit a credit request directly from Salesforce into D&B Finance Analytics. Instantly pre-approve credit requests in Salesforce to shorten the sales cycle and deliver revenue faster!

Categories

Business Needs
Finance
Industries
Financial Services
Personas
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Supported Languages
English

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